HNW Financial Planner - Clients Supplied, Paraplanning Support

Resource Matters Ltd; Castleford; Remote; GBP 68,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking a qualified Financial Planner to provide holistic advice to high net worth clients. This role offers an attractive salary of up to £80k plus uncapped bonuses, along with extensive support for client management. Ideal candidates will have a Diploma in financial planning and a proven track record in the industry. Full office setup provided and additional benefits include pension scheme and 25 days holiday.

Benefits

Uncapped quarterly bonuses

25 days holiday

Pension scheme

Full home office setup

Qualifications

• Legal right to work in the UK.
• Proven track record of success in current role.
• Full Diploma in financial planning.

Responsibilities

• Provide holistic financial planning advice to HNW clients.
• Manage client relationships and support business growth.
• Utilize provided client leads and paraplanning support.

Skills

Financial planning expertise

Client relationship management

Wealth management

Business development

Education

Diploma in financial planning

Job description

A leading financial services firm in the UK is seeking a qualified Financial Planner to provide holistic advice to high net worth clients. This role offers an attractive salary of up to £80k plus uncapped bonuses, along with extensive support for client management. Ideal candidates will have a Diploma in financial planning and a proven track record in the industry. Full office setup provided and additional benefits include pension scheme and 25 days holiday.